What are the benefits of using Suggestions?

The benefits of Suggestions include:

  • Drive Engagement - Take action directly in Vault CRM to increase account engagement and meet goals

  • Leverage Intelligent Insights - Suggestions draws data from internal and external applications to display relevant, actionable Suggestions

  • Optimize Communication - Suggestions include each account’s preferred channel of communication, making communication more effective

  • Improve Relevance - Suggestions incorporate user feedback to refine and adapt future Suggestions

  • Streamline Workflows - Manage unactioned Suggestions via the Vault CRM Dashboard or integrate Suggestions directly into X-Pages